Sunday, May 18, 2008

Fidelity's asset allocation strategies

Source: Fidelity

Why we need to allocate our portfolio:






The following table shown the updated annual returns from 1926 to 2007

FI vs Stocks

100:0

80:20

50:50

30:70

15:85

Average return

3.7

6.2

8.2

9.2

9.9

1 yr best

15

31

77

110

136

1 yr worst

-0

-18

-41

-53

-61

5 yr best

11

17

22

27

32

5 yr worst

+0

-0

-6

-10

-14

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